| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $1.6M | 34.6% | |
| Other | $1.2M | 26.9% | |
| Life | $901K | 19.6% | |
| Long-term disability | $585K | 12.7% | |
| Vision | $285K | 6.2% |
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | SL | $1.6M | 43.0% | 1 | 1 | 3,194 |
EIN 360883760 | LLTDOth | $1.4M | 38.4% | 1 | 3 | 2,040 |
EIN 010278678 | Oth | $298K | 8.1% | 1 | 1 | 1,791 |
EIN 061227840 | V | $285K | 7.7% | 1 | 1 | 1,404 |
EIN 041590850 | LTD | $95K | 2.6% | 1 | 1 | 47 |
EIN 916034263 | Oth | $9K | 0.2% | 1 | 1 | 2,099 |
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SWBC LIFE INSURANCE AGENCY, INC. | SAN ANTONIO, TX | RELIANCE STANDARD LIFE INSURANCE CO, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $211K | $4 | $211K | 98.0% | 1 |
| OCEAN CONSULTING GROUP | WEST PALM BEACH, FL | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | $3K | $0 | $3K | 1.3% | 1 |
| ROBERT B. FAKHIMI | WALNUT CREEK, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.6% | 1 |
| GREGORY L. COHN | PLEASANTON, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $361 | $78 | $439 | 0.2% | 1 |
| ROBERT MICHAEL CLARK | ROSEVILLE, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $25 | $0 | $25 | 0.0% | 1 |
| SOUTHWEST BUSINESS CORPORATION | SAN ANTONIO, TX | VISION SERVICE PLAN | $0 | $0 | $0 | 0.0% | 1 |